Tenet Group has signed an initial 5-year contract with Intelliflo for the provision of Intelligent Office software to its network of over 1,300 mortgage and investment advisers.
The web-based business management system will allow Tenet’s members to effectively manage the whole advice process, as well as offering flexibility for members to bespoke it for their particular business model.
Martin Greenwood, Tenet Group chief executive, said: “Following a strategic review we chose to partner with Intelliflo, a software provider proven in the wealth management space and investing heavily in the non-investment market.
“We wanted a system that would enable our investment and mortgage advisers to become more efficient and make their business more profitable.
“Intelligent Office provides an industry leading adviser experience focussed on financial advisers, with a great front-end user and customer interface and a market-leading breadth of integration with third party systems.”
Wenda Field, sales director at Intelliflo, added: “We are delighted to be partnering with Tenet to provide our Intelligent Office software to its network of advisers.
“Intelligent Office is a truly configurable solution for Tenet’s firms and enables them to build their own back office.”
Tenet also appointed an IT and change director, Julia Elliott, previously financial advice head of business change and application development at Skipton Building Society.